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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
3.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
81
Reduced
50
Closed
12
Calls
$366K
Puts
$1.45M
Net Calls
-$1.09M
Net Calls Change
-$26K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
HCM
2
Hengehold Capital Management
Ohio
$13M
3
UA
3
Unison Advisors
District of Columbia
$52.9M
4
EB
4
Eastern Bank
Massachusetts
$11.6M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$9.95M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$978K
2
BEAM
2
Baker Ellis Asset Management
Washington
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$3.75M
4
Wells Fargo
4
Wells Fargo
California
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
126
Beacon Pointe Advisors
California
$301K +$2.61K +57 +0.9%
IA
127
IFP Advisors
Florida
$300K -$405K -7,780 -58%
AAS
128
Avantax Advisory Services
Texas
$291K +$7.05K +154 +2%
Vontobel Holding
129
Vontobel Holding
Switzerland
$280K -$137K -2,985 -33%
NL
130
NWAM LLC
Washington
$276K +$2.84K +62 +1%
ADL
131
Asset Dedication LLC
California
$265K +$17.8K +389 +7%
WPC
132
Wedmont Private Capital
Pennsylvania
$258K – – –
SWM
133
Seed Wealth Management
Illinois
$256K – – –
BFG
134
Berger Financial Group
Minnesota
$251K +$251K +5,474 New
IWA
135
Intercontinental Wealth Advisors
Texas
$236K – – –
RJT
136
Raymond James Trust
Florida
$231K +$231K +5,047 New
AWM
137
Ameliora Wealth Management
Switzerland
$229K +$229K +5,000 New
CM
138
Capital Management
Virginia
$224K +$224K +4,900 New
DTL
139
Dynamic Technology Lab
Singapore
$221K +$221K +4,830 New
PI
140
PFG Investments
New York
$217K +$217K +4,742 New
CA
141
Claro Advisors
Massachusetts
$211K +$211K +4,606 New
AAS
142
Ameritas Advisory Services
Nebraska
$202K +$202K +4,381 New
3LCM
143
3D/L Capital Management
Connecticut
$201K +$201K +4,388 New
MWM
144
Moran Wealth Management
Florida
$200K +$200K +4,373 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$191K +$5.23K +114 +3%
LSA
146
Lansing Street Advisors
Pennsylvania
$188K +$458 +10 +0.2%
Simplex Trading
147
Simplex Trading
Illinois
$183K -$31.9K -698 -15%
AWM
148
Avior Wealth Management
Nebraska
$178K +$178K +3,888 New
US Bancorp
149
US Bancorp
Minnesota
$165K – – –
HDIM
150
Hanson & Doremus Investment Management
Vermont
$148K -$7.15K -156 -5%
4 5
6
7 8